Core Viewpoint - Shares of Monday.com have experienced a significant decline, dropping 37.3% in 2025 and down 70% from all-time highs, despite the company showing impressive revenue growth [1][2] Group 1: Market Performance - Monday.com stock fell sharply due to investor fears surrounding AI disruption affecting software stocks [3] - The company's market cap is currently at $6.9 billion, with a price-to-free cash flow (P/FCF) ratio of around 20, based on trailing free cash flow of $343 million [7] Group 2: Revenue and Growth - Monday.com reported a 26% year-over-year revenue growth last quarter, alongside a 37% increase in the number of customers spending over $50,000 annually [4] - The company has been generating positive free cash flow since 2023 and is expanding its offerings beyond task management to include marketing solutions, developer support, and IT support [5] Group 3: Strategic Outlook - Monday.com is investing hundreds of millions annually in sales and marketing to acquire new customers, which is expected to enhance profit margins and free cash flow as the business matures [8] - The current market sentiment regarding AI risks may present a buying opportunity for investors if they believe the concerns are overstated [8]